Make Sure to Dot Your I’s and Cross Your T’s Are you asking your 721 DST Broker which share class you're getting? Not knowing the answer could cost […]
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DST vs QOZ- Delaware Statutory Trust vs Qualified Opportunity Zone Fund
Every week we get calls from someone asking to invest in DSTs when in our opinion they would be better off investing in a QOZ instead. Please note, […]
3 Steps to 1031 Exchange into a REIT
' The answer to “can I 1031 exchange into a REIT?” is yes and no. Yes, you can because the IRS says you can. No, you can’t because most REITs […]
Why Fees Matter When Purchasing 721 Delaware Statutory Trusts (DSTs)
By now, anyone that has read our blog or listened to us either live, by phone or by video knows that when it comes to DSTs, we prefer […]
The Traditional 1031 DST vs The 721 DST
Most Traditional DSTs hold a single asset class, typically just a single property. Their expected holding period is approximately 5-10 years. They are illiquid and carry a 15%-20% […]
Can an LLC do a 1031 Exchange?
Over the last few months, we have written about the like-kind exchanges (also known as an IRS 1031 exchange) and the tax benefits that come with doing one. […]
Calculating Basis of New Property in a 1031 Exchange
You and your spouse can defer paying taxes on the sale of an investment property by exchanging it for another investment property. This smart investment move is called […]
What Qualifies for a 1031 Exchange?
Real estate investors who sell a property can sometimes take advantage of a section in the U.S. IRS’ tax code that allows them to defer capital gains or […]
Who Should Consider a DST Investment?
If you have succeeded in your prior real estate investment activities, you may be faced with a new challenge; how do you sell your property without paying income […]
Investing in Qualified Opportunity Zones Versus 1031 Exchange: Similarities and Differences
For all their long-term tax advantages, real estate investments can also be structured to provide immediate tax benefits. For decades, investors have used Section 1031 exchanges, also known […]
Why Investors Are Choosing Delaware Statutory Trust Over Triple Net Lease in 2021
In the past, many real estate investors choose to invest in triple net lease (NNN) properties because they are, for the most part, management-free. While the desire to […]
Improvement/Construction 1031 Exchange
There are times that an exchanger may want to build their replacement property or might have specific criteria on what they want in the new property. For instance, […]